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At Purpose Financial Advisors, we believe a teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. As an independent advisor, we will work together with your CPA, attorney, and other professional advisors in an effort to ensure your plans support your individual goals.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

We have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Eric F Green, CPA, CFP®, AIF®, CKA®

Financial Advisor

(866) 514-7389

Eric Green started Purpose Financial Advisors in 2005. He has over 25 years of financial management experience. He works with individuals and families helping them address retirement and estate planning needs. He also works with...

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Jeanette Martin

LPL Registered Administrative Assistant

(866) 514-7389

Jeanette joined our firm in 2014 to assist with client service and office administration. Jeanette has worked in the investment business as a licensed representative since 1990.

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Payton Gray

Financial Advisor


Payton Gray recently graduated summa cum laude from the Colangelo College of Business with a Bachelor of Science in Finance and Economics. He started working in the financial service industry 2 years ago and became a Financial Advisor...
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